LPL Financial
IGM icon

LPL Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

LPL Financial’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222M Sell
1,358,497
-90,804
-6% -$13.6M 0.05% 362
2026
Q1 		$172M Sell
1,449,301
-4,642
-0.3% -$584K 0.05% 382
2025
Q4 		$188M Sell
1,453,943
-154,914
-10% -$20.1M 0.05% 343
2025
Q3 		$203M Buy
1,608,857
+414,525
+35% +$48.9M 0.06% 303
2025
Q2 		$134M Buy
1,194,332
+35,389
+3% +$3.48M 0.04% 375
2025
Q1 		$105M Sell
1,158,943
-2,282
-0.2% -$230K 0.04% 409
2024
Q4 		$119M Buy
1,161,225
+265,134
+30% +$26.6M 0.05% 341
2024
Q3 		$86M Buy
896,091
+27,322
+3% +$2.52M 0.04% 427
2024
Q2 		$81.9M Buy
868,769
+130,619
+18% +$11.4M 0.04% 405
2024
Q1 		$63.6M Buy
738,150
+70,692
+11% +$5.76M 0.03% 466
2023
Q4 		$49.9M Buy
667,458
+42,096
+7% +$2.88M 0.03% 500
2023
Q3 		$39.8M Buy
625,362
+65,238
+12% +$4.3M 0.03% 530
2023
Q2 		$36.7M Buy
560,124
+7,902
+1% +$470K 0.03% 539
2023
Q1 		$31.2M Sell
552,222
-6,402
-1% -$334K 0.02% 567
2022
Q4 		$26.1M Buy
558,624
+5,730
+1% +$275K 0.02% 600
2022
Q3 		$25.5M Sell
552,894
-29,190
-5% -$1.54M 0.02% 540
2022
Q2 		$28.6M Sell
582,084
-37,860
-6% -$2.08M 0.03% 503
2022
Q1 		$40.2M Buy
619,944
+34,584
+6% +$2.23M 0.03% 415
2021
Q4 		$42.8M Sell
585,360
-5,868
-1% -$422K 0.04% 400
2021
Q3 		$39.8M Buy
591,228
+53,826
+10% +$3.74M 0.04% 394
2021
Q2 		$36.2M Buy
537,402
+15,624
+3% +$995K 0.04% 397
2021
Q1 		$31.4M Buy
521,778
+135,882
+35% +$8.13M 0.04% 397
2020
Q4 		$22.5M Sell
385,896
-2,490
-0.6% -$136K 0.03% 432
2020
Q3 		$20M Sell
388,386
-30,240
-7% -$1.53M 0.03% 398
2020
Q2 		$19.5M Buy
418,626
+64,320
+18% +$2.7M 0.03% 381
2020
Q1 		$12.5M Buy
354,306
+1,284
+0.4% +$51.5K 0.03% 435
2019
Q4 		$14.2M Buy
353,022
+22,938
+7% +$874K 0.03% 455
2019
Q3 		$11.9M Buy
330,084
+66,282
+25% +$2.42M 0.02% 475
2019
Q2 		$9.48M Buy
263,802
+8,568
+3% +$303K 0.02% 534
2019
Q1 		$8.77M Sell
255,234
-19,800
-7% -$636K 0.02% 555
2018
Q4 		$7.87M Sell
275,034
-84,324
-23% -$2.61M 0.02% 535
2018
Q3 		$12.5M Buy
359,358
+100,470
+39% +$3.41M 0.03% 415
2018
Q2 		$8.32M Sell
258,888
-46,230
-15% -$1.46M 0.02% 518
2018
Q1 		$9.13M Buy
305,118
+21,030
+7% +$638K 0.03% 480
2017
Q4 		$7.99M Buy
284,088
+89,394
+46% +$2.47M 0.02% 478
2017
Q3 		$5.04M Buy
194,694
+5,358
+3% +$135K 0.02% 590
2017
Q2 		$4.56M Buy
189,336
+56,172
+42% +$1.35M 0.02% 587
2017
Q1 		$3.06M Buy
133,164
+16,638
+14% +$370K 0.02% 629
2016
Q4 		$2.42M Buy
116,526
+17,808
+18% +$366K 0.02% 705
2016
Q3 		$2.02M Buy
98,718
+1,032
+1% +$20.4K 0.02% 764
2016
Q2 		$1.79M Sell
97,686
-113,346
-54% -$2.08M 0.02% 814
2016
Q1 		$3.85M Sell
211,032
-265,710
-56% -$4.57M 0.01% 843
2015
Q4 		$8.58M Buy
476,742
+395,712
+488% +$7.29M 0.02% 497
2015
Q3 		$1.41M Sell
81,030
-810
-1% -$14K 0.01% 1029
2015
Q2 		$1.42M Sell
81,840
-3,744
-4% -$66.3K 0.01% 1120
2015
Q1 		$1.46M Sell
85,584
-63,654
-43% -$1.09M 0.01% 1095
2014
Q4 		$2.54M Buy
149,238
+72,414
+94% +$1.19M 0.01% 759
2014
Q3 		$1.23M Sell
76,824
-6,876
-8% -$112K 0.01% 1141
2014
Q2 		$1.33M Sell
83,700
-8,232
-9% -$125K 0.01% 1137
2014
Q1 		$1.39M Buy
91,932
+9,222
+11% +$139K 0.01% 1049
2013
Q4 		$1.24M Buy
82,710
+1,368
+2% +$19.2K 0.01% 1105
2013
Q3 		$1.1M Sell
81,342
-3,894
-5% -$50.7K 0.01% 1138
2013
Q2 		$1.06M Buy
+85,236
New +$1.05M 0.01% 1097

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial's IGM Position: Q2 2026 in Review

LPL Financial reduced its iShares Expanded Tech Sector ETF (IGM) stake by 6.3% in Q2 2026, selling an estimated $13.6M and leaving 1,358,497 shares worth $222M. The position accounts for 0.05% of the portfolio, ranked #362.

LPL Financial first reported a position in IGM in Q2 2013 and has held it in 53 quarters since. 558 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • LPL Financial held 1,358,497 shares of iShares Expanded Tech Sector ETF worth $222M as of Q2 2026.
  • LPL Financial sold 90,804 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $13.6M.
  • iShares Expanded Tech Sector ETF made up 0.05% of LPL Financial's portfolio in Q2 2026, its #362 holding.
  • LPL Financial first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 53 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.